Weekly News – July 7

Look Out for our New Feature

Tell us what topics you want our panel to weigh in on:
Exclusive Opportunism
The Serta Opinion
Conflicts of Interest in BK


How much is too much?


FTX gunning for Sub Con?


Find the Second Interim Report Here


Reminds us of the “Lehman Group Loops”


Mallinkrodt re-cutting deal


BlockFi stuck in the mud


David’s Bridal survives


Other retailers don’t fare so well


9fin takes on J.Crew Blockers

Exclusive Content

Find it here


Reorg on Double-Dips

Exclusive Content

Find it here


Judge Sontchi on SCOTUS and PPI

Our take on whether SCOTUS takes up PPI


Bullish sentiment turning up…


With room to run?


Treasury yields hit records after jobs data


King Street on credit markets


2023 CRC Allocators Conference


Contributors Speak Up

What to expect in the next default cycle

We asked Contributors Bradford Sandler and Sidney Levinson to weigh in on what we should expect in the next default cycle.

Professor Edward Altman recently noted in a paper published with the Creditor Rights Coalition that the Benign Credit Cycle is over. He sees a reversion to the mean in terms of defaults and recoveries in 2023. But he also sees many risks on the horizon making a Stress or even in a “hard-landing” scenario a possibility (with 8-10% default rates). Put your prediction caps on. What do you see and expect? Where do you expect restructuring activity to increase? Are we in for more bankruptcies? Or, more (yawn yawn) extend and pretend? Will RSAs rule the day? Or, will we see more traditional in-court restructurings? What will this new environment look like?

Read on.


Read our recent coverage:
Third party releases

click through to read the features from our Contributors

Martin Bienenstock
Phil Anker
Marshall Huebner
Edward Neiger
Jennifer Christian
Paul Silverstein
Clifford J. White III

Read our recent coverage:
“Open Market” Purchases

Click here to tell us what you think.
Should an “open market” purchase be liberally construed to conform to sophisticated parties intentions or are there other limiting factors?
(answers remain anonymous
)

Read the full length feature here.


Read our recent coverage:
Where Are We In The Credit Cycle?


Read our recent coverage: Contributor Cliff White on Examiners


Look out for more great features from our Contributors


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